Civic Intelligence

Marian Bergeson Elementary School PTA California Congress

990EZ • Fiscal year 2018 • EIN 33-0270049

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Refreshing map…

25302 Rancho Niguel RoadLaguna Niguel, CA 92677

(949) 643-1540

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-5.2%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$32,478

Down $1,786 (-5.2%) from 2017

Net Assets

Down

$32,478

Down $1,786 (-5.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$36,962

Down $12,052 (-25%) from 2017

Expenses

Up

$38,182

Up $2,786 (+7.9%) from 2017

Net Income

Down

-$1,220

Down $14,838 (-109%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2013: $15,355Net Assets 2013: $15,3552013Assets 2017: $34,264Net Assets 2017: $34,2642017Assets 2018: $32,478Net Assets 2018: $32,4782018Assets 2019: $26,596Net Assets 2019: $26,5962019Assets 2020: $41,072Net Assets 2020: $41,0722020Assets 2022: $29,477Net Assets 2022: $29,4772022Assets 2023: $47,292Net Assets 2023: $47,2922023Assets 2025: $74,522Net Assets 2025: $74,5222025

Highlighted filing

2018

Assets$32,478
Liabilities-
Net Assets$32,478

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2013: $48,547Expenses 2013: $48,268Net Income 2013: $2792013Revenue 2017: $49,014Expenses 2017: $35,396Net Income 2017: $13,6182017Revenue 2018: $36,962Expenses 2018: $38,182Net Income 2018: -$1,2202018Revenue 2019: $33,618Expenses 2019: $41,577Net Income 2019: -$7,9592019Revenue 2020: $39,252Expenses 2020: $24,775Net Income 2020: $14,4772020Revenue 2022: $20,741Expenses 2022: $16,814Net Income 2022: $3,9272022Revenue 2023: $37,059Expenses 2023: $24,511Net Income 2023: $12,5482023Revenue 2025: $70,561Expenses 2025: $52,227Net Income 2025: $18,3342025

Highlighted filing

2018

Revenue$36,962
Expenses$38,182
Net Income-$1,220
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$112,505
Mission and Program Overview

Mission

Information, advocacy, educational enrichment.

Program Services

DescriptionGrantsExpenses
Student Educational Enrichment Programs-$16,043
School Improvement Program-$16,004
Teacher Supplies and Support-$3,941
Family Program-$60
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adriane CasasPresidentPT$0--
Jo PanVice President-$0--
Stacy FudgeTreasurerPT$0--
Ed ArpawongRecording Secretary-$0--
Christina MacafeeFinancial Secretary-$0--
Steff HoonHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$54,172$54,172$29,871$24,301
Spring Carnival$6,710$6,710$595$6,115
Total Events$84,408$84,408$67,465$16,943
Filing and Contact Details

Filer

Filer Name
Marian Bergeson Elementary School PTA California Congress
EIN
33-0270049
Phone
9496431540
Address
25302 Rancho Niguel Road, Laguna Niguel, CA 92677

Signing Officer

Name
Kimberly Knudson
Title
Treasurer
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

Family Program Grants and allocations 0, Program service expenses 60

Form 990-EZ, Part I, Line 16, Other Expenses

Fundraising 92

Form 990-EZ, Part I, Line 16, Other Expenses

Student Educational Programs 16,043

Form 990-EZ, Part I, Line 16, Other Expenses

School Improvement and Curriculum Support 16,004

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher Supplies and Support 3,941

Form 990-EZ, Part I, Line 16, Other Expenses

Family Program 60

Form 990-EZ, Part I, Line 16, Other Expenses

PTA Administrative Expenses 2,042

Form 990-EZ, Part I, Line 20, Net Assets

Prior period adjustments and voiding of outstanding checks from prior years -566

Raw XML Appendix201 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Supplies and Support 3,941
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly Knudson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marian Bergeson Elementary School PTA California Congress
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0330270049
ReturnHeader/Filer/PhoneNum09496431540
ReturnHeader/Filer/USAddress/AddressLine1Txt025302 Rancho Niguel Road
ReturnHeader/Filer/USAddress/CityNm0Laguna Niguel
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ReturnHeader/FilingSecurityInformation/IPTm019:30:11
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-13T12:37:21-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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